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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,671 | $52,678-68.4% | $75,784-78.0% | $59,633-72.0% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -44.51% | 2.95%-47.5pp | 9.68%-54.2pp | 2041.45%-2086.0pp |
| Employer contribution / active EE | $662 | $2,193-69.8% | $3,323-80.1% | $2,203-70.0% |
| Participant deferral / active EE | $2,705 | $2,591+4.4% | $3,652-25.9% | $3,192-15.2% |
| Admin fee / account holder | $3,739 | $3,610+3.6% | $5,300-29.4% | $4,297-13.0% |